UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGIT and the CUSIP is 92206C706. A total of 401 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$12,272,368
-37.4%
214,740
-35.8%
0.08%
-25.2%
Q2 2023$19,605,679
-9.8%
334,226
-7.8%
0.11%
-11.6%
Q1 2023$21,742,992
-7.2%
362,625
-9.5%
0.12%
-7.6%
Q4 2022$23,430,074
-12.7%
400,651
-13.0%
0.13%
-17.6%
Q3 2022$26,839,000
-11.5%
460,285
-7.2%
0.16%
-4.8%
Q2 2022$30,341,000
-9.9%
496,084
-7.3%
0.17%
+1.8%
Q1 2022$33,677,000
-14.5%
535,319
-9.7%
0.16%
-9.4%
Q4 2021$39,387,000
-12.9%
592,548
-11.5%
0.18%
-19.9%
Q3 2021$45,211,000
-4.2%
669,297
-3.9%
0.23%
-5.0%
Q2 2021$47,206,000
-6.1%
696,149
-6.9%
0.24%
-14.4%
Q1 2021$50,295,000
-8.9%
748,109
-5.9%
0.28%
-16.5%
Q4 2020$55,205,000
-4.6%
795,228
-3.2%
0.33%
-11.9%
Q3 2020$57,872,000
+1.9%
821,119
+2.1%
0.38%
-8.5%
Q2 2020$56,778,000
-6.7%
804,557
-7.6%
0.41%
-17.9%
Q1 2020$60,873,000
+27.9%
871,109
+20.6%
0.50%
+63.8%
Q4 2019$47,606,000
+125.1%
722,391
+127.7%
0.31%
+107.4%
Q3 2019$21,147,000
+86.7%
317,188
+84.7%
0.15%
+100.0%
Q2 2019$11,326,000
-1.7%
171,686
-3.9%
0.07%
-8.6%
Q1 2019$11,524,000
+1.3%
178,716
-0.3%
0.08%
-10.0%
Q4 2018$11,380,000
+1.0%
179,296
-1.2%
0.09%
+13.9%
Q3 2018$11,269,000
+3.5%
181,503
+4.4%
0.08%
-2.5%
Q2 2018$10,892,000
-3.0%
173,854
-2.5%
0.08%
-5.8%
Q1 2018$11,229,000
+5.3%
178,294
+6.9%
0.09%
+2.4%
Q4 2017$10,661,000
+0.4%
166,746
+1.5%
0.08%
-6.7%
Q3 2017$10,623,000
-0.4%
164,295
-0.4%
0.09%
-6.2%
Q2 2017$10,669,000165,0210.10%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2022
NameSharesValueWeighting ↓
OneAscent Financial Services LLC 623,669$44,000,00033.13%
WJ Wealth Management, LLC 84,354$5,951,00021.44%
Choate Investment Advisors 2,795,858$197,248,00015.74%
Mader & Shannon Wealth Management, Inc. 243,882$17,205,00015.22%
BCM ADVISORS, LLC 356,671$25,163,00012.10%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 170,492$12,028,00010.80%
Stonehearth Capital Management, LLC 180,680$12,747,00010.37%
Avion Wealth 330,102$23,289,0009.97%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 299,534$21,132,0008.51%
Executive Wealth Management, LLC 580,140$40,928,0007.27%
View complete list of VANGUARD SCOTTSDALE FDS shareholders